The key to driving a successful test in Chargebee Retention is finding the right mix of Offer and Loss Aversion Placement. The Experience Manager provides two main ways to place an Offer, via the Offer Library or via the Page Editor. The two placement tabs work slightly differently, so here is a quick overview of how to use them.
When you are editing an Offer or Loss Aversion card in one of our Libraries, you have the option to click over to the Placement tab for that individual card. This view allows you to select the Reasons or Loss Aversion slots that you want to put that individual card into.
In this view, you have the option to select different experiences and places that Offer into each one. Within an Experience, you are resented several locations where the Offer can be placed. Today we support two major Offer locations, in Loss Aversion Cards, and on Survey reasons. Each slot will be available to check, and if there is currently an offer in that location it will show to the right. Selecting a location that already has an Offer placed in it will remove the existing offer and replace it with the new one.
Note: Only Loss Aversion supported Offer Templates can be placed in the Loss Aversion card locations. If the Offer template you are editing is not supported in Loss Aversion locations, these will not be selectable and will be grayed out.
By default we set all new customers to Page based offer. When page based offers are selected, that single offer will be activated for whichever reasons you select to enable it for. You also can toggle to Reason Based offers here.
When Reason Based offers are selected, you can choose to put different offeres on different reasons vs. having the single offer apply to the page. We cover in more depth the use cases for Page vs. Reason Based offers in this article.
Offers that are eligible to be placed in Loss Aversion cards also can be added via the Page Editor.
You can add an Entry offer that is presented immediately when the page loads. You can apply this Offer from within the Page Settings.
Finally, Chargebee Retention supports a Final Step Offer that can be configured from the Final step modal tab within the page editor. We only support offers that contain a cancel URL in this offer placement so the user has an option to cancel directly from this modal. You can learn more about this type of offer in this article.
To learn more about Offers, check out Understanding Offers.